KEB Asset Management’s Southern Company SO Stock Holding History

KEB Asset Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Sell	3,604 -23	-0.6%	-$2.17K	0.06%	80
2026 Q1	$350K	Sell	3,627 -6	-0.2%	-$555	0.07%	75
2025 Q4	$317K	Buy	3,633 +30	+0.8%	+$2.74K	0.06%	83
2025 Q3	$341K	Buy	+3,603	New	+$336K	0.08%	72
2025 Q1	–	Sell	-3,162	Closed	-$260K	–	86
2024 Q4	$260K	Hold	3,162	–	–	0.07%	73
2024 Q3	$285K	Hold	3,162	–	–	0.09%	64
2024 Q2	$245K	Buy	+3,162	New	+$240K	0.08%	66

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KEB Asset Management's SO Position: Q2 2026 in Review

KEB Asset Management reduced its Southern Company (SO) stake by 0.63% in Q2 2026, selling an estimated $2.17K and leaving 3,604 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #80.

KEB Asset Management first reported a position in SO in Q2 2024 and has held it in 7 quarters since. The position peaked at $350K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

KEB Asset Management held 3,604 shares of Southern Company worth $345K as of Q2 2026.
KEB Asset Management sold 23 Southern Company shares in Q2 2026, an estimated $2.17K.
Southern Company made up 0.06% of KEB Asset Management's portfolio in Q2 2026, its #80 holding.
KEB Asset Management first reported a position in Southern Company in Q2 2024 and has held it in 7 quarters since.
KEB Asset Management's Southern Company position peaked at $350K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.